Carson Wealth (CWM LLC)’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESIX Stock Details ESIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6K	Hold	554	–	–	﹤0.01%	4491
2025 Q4	$17K	Hold	554	–	–	﹤0.01%	4255
2025 Q3	$17K	Buy	554 +157	+40%	+$4.83K	﹤0.01%	4216
2025 Q2	$12K	Hold	397	–	–	﹤0.01%	4199
2025 Q1	$11K	Hold	397	–	–	﹤0.01%	4046
2024 Q4	$12K	Hold	397	–	–	﹤0.01%	3751
2024 Q3	$13K	Buy	397 +225	+131%	+$6.88K	﹤0.01%	3619
2024 Q2	$5K	Hold	172	–	–	﹤0.01%	3857
2024 Q1	$5K	Buy	+172	New	+$4.94K	﹤0.01%	3646

Other funds holding ESIX

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFA

TPG Financial Advisors Portland, Oregon $335M AUM 14.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWMAI

PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESIX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) position steady in Q1 2026 at 554 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4491.

Carson Wealth (CWM LLC) first reported a position in ESIX in Q1 2024 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold ESIX as of Q1 2026.

Carson Wealth (CWM LLC) held 554 shares of State Street SPDR S&P SmallCap 600 ESG ETF worth $17.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street SPDR S&P SmallCap 600 ESG ETF share count unchanged in Q1 2026.
State Street SPDR S&P SmallCap 600 ESG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4491 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q1 2024 and has held it in 9 quarters since.
15 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.